Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,444 | $93,345+56.9% | $119,126+22.9% | $87,485+67.4% |
| Participation rate | 35.9% | 68.7%-32.8pp | 75.8%-39.9pp | 68.9%-33.0pp |
| Annual return | 14.45% | 19.08%-4.6pp | 282.11%-267.7pp | 26.06%-11.6pp |
| Employer contribution / active EE | $847 | $3,172-73.3% | $4,034-79.0% | $2,596-67.4% |
| Participant deferral / active EE | $2,398 | $4,099-41.5% | $5,318-54.9% | $4,274-43.9% |
| Admin fee / account holder | $14,836 | $8,039+84.6% | $10,693+38.7% | $7,775+90.8% |